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依依股份:公司将持续、积极关注宠物行业并购整合机会,为公司储备和培育新的战略发展项目
证券日报网2月11日讯 ,依依股份在接受调研者提问时表示,随着宠物行业的发展,宠物主精细化、科 学化的养宠需求将不断增加。关于未来业绩增长方面,公司将持续巩固在客户资源、规模化生产、产品 研发设计、产品质量以及精细化管理等方面的优势,巩固和扩大原有客户资源所对应的市场份额,同时 积极开发新的国际市场范围及客户资源,通过在海外建设生产基地进一步提升服务能力,坚持国外加国 内市场的双驱动策略,重点发力自主品牌,实现国内外业务收入的持续提升。与此同时,公司将持续、 积极关注宠物行业并购整合机会,为公司储备和培育新的战略发展项目,携手业内优质企业共同打造国 内宠物行业生态。 (编辑 丛可心) ...
依依股份(001206) - 001206依依股份投资者关系管理信息20260211
2026-02-11 10:12
Group 1: Market Expansion and Strategy - The domestic pet hygiene products market is experiencing rapid growth due to increasing health awareness among pet owners, prompting the company to enhance its promotional investments and expand its market share [3][5]. - The company has increased its focus on self-owned brands such as "HUSHPET" and "Yiping Huafang," utilizing platforms like Douyin and Xiaohongshu for online promotion and participating in various pet industry exhibitions [3][5]. - The company aims to maintain a dual-driven strategy focusing on both domestic and international markets, enhancing its service capabilities through overseas production bases [4][6]. Group 2: Production Capacity and Supply Chain - The Cambodian production base has been operational since May 2025, with an annual capacity of nearly 300 million pet pads, and a second factory is under construction with a target capacity of 800 million pet pads and 100 million pet pants [3][6]. - The company has established strong relationships with suppliers to manage raw material costs through long-term contracts and centralized procurement [6][7]. - Current production capacities include 4.6 billion pet pads and 200 million pet pants annually, with plans to increase capacity utilization through new production lines and technological upgrades if demand rises [6][7]. Group 3: Financial Performance and Challenges - The company has faced challenges in maintaining profit margins due to increased competition in the domestic pet market, but it continues to focus on enhancing customer resources and production scale to drive sustainable growth [4][5]. - The termination of the acquisition of Gaoye Family was due to discrepancies in expected performance and valuation, particularly after changes in sales strategies and increased investments in new products [11][12]. - The company has implemented measures to mitigate the impact of currency fluctuations on profits, maintaining a "currency risk-neutral" principle and engaging in foreign exchange hedging [11][12]. Group 4: Future Outlook and Strategic Focus - The company plans to continue focusing on its core business of pet hygiene products while exploring opportunities in pet health, medical, and food sectors [11][12]. - There is an ongoing commitment to strategic investments in the pet industry through funds or direct investments, aiming to cultivate new growth projects and enhance market presence [11][12]. - The company remains open to exploring acquisitions in the pet food sector while prioritizing its existing strengths in hygiene products [11][12].